If you need to transfer the ownership of your Invoxy company to another user, the process is easy.
Please Note: This will result in the original owner account becoming an admin user of the company, and subscription payments will become the responsibility of the user taking ownership of the company. The new owner will be prompted to subscribe at current list pricing.
Starting the Transfer
To transfer an account, you'll first need to log in to Invoxy as the Owner of the company subscription. If you're not sure who the current Owner is, you can navigate to Manage > User Access. You can use the search bar in the top right to search for 'Owner' if needed. The owner will an orange 'OWNER' label, as seen here:
When logged into Invoxy as the Owner, you can click the company logo in the top right and select Subscription.
You'll be taken to the Subscription screen, where you can click the three dots to the right of the company you wish to transfer and select Transfer Subscription.
A pop up will appear, where you can confirm the name and email address of the person you wish to transfer ownership to. Enter the details and click Transfer.
Once you've submitted the transfer details, you'll be able to see the pending transfer status for that company. If you wish to cancel the transfer, you can select Revoke Transfer at any time, until the recipient has accepted the transfer.
Accepting the Transfer
The user accepting the ownership transfer will receive an email prompting them to sign up if they don't already have a login, or to log in with their existing Invoxy login details.
Once logged in, you can navigate to the Subscription tab, where you can click Respond on the account which is pending transfer.
A pop-up will display the subscription plan details you can select from for the company, and the costs associated. Follow each step in the pop up to select a plan, confirm your billing details, and confirm your payment details (if you don't already have a payment method set up).
Once you complete the steps you will be able to review your details, check the box to accept the Subscription Agreement, and click Subscribe.
A final pop up will confirm the completion of the transfer.
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